Our Services
Take Control of Your Finances
Bookkeeping, tax filing, and tax planning aren’t just about compliance—they’re about giving you clarity, confidence, and control over your money. Our team makes sure your books stay clean, your taxes are filed right the first time, and your plan is built to save you money year after year.
Schedule your consultation today and see how proactive accounting can bring you peace of mind and help you stay ahead of tax changes.
Small Business Bookkeeping
Starting at $400 / Month
Accurate, organized books are the foundation of every smart business decision. Our bookkeeping services are designed to give you clarity, confidence, and control over your finances—without the headaches.
We provide:
Initial setup or analysis on current chart of accounts
Monthly transaction categorization and reconciliation
Bank and credit card account reconciliations
Financial statement preparation (Profit & Loss, Balance Sheet, Cash Flow)
Payroll support and integration
Ongoing communication to keep you informed and in control
With real-time insights and clean, audit-ready books, you’ll always know where your business stands—and what steps to take next.
Strategic Tax Planning
Starting at $550/ Month ( 1040 Included)
Tax season shouldn’t be a surprise. Our Strategic Tax Planning service is built for owners to proactively plan, adjust, and optimize your tax position—so you can minimize liability, avoid surprises, and make smarter financial decisions.
This monthly service includes:
Customized tax strategies tailored to your business and goals
Ongoing review of income, deductions, and credits
Guidance on entity structure, asset purchases, and tax timing
Quarterly or monthly strategy meetings to keep you informed and on track
Estimated tax payment planning and support
With a forward-looking approach and consistent check-ins, we make tax planning part of your business strategy—not just a once-a-year chore.
Secure Tax Filing Solutions
Starting at $499 for Individuals & $899 for Corporations
When it comes to tax season, accuracy and timeliness are everything. We handle your individual and business tax filings with precision—so you can stay compliant, avoid penalties, and feel confident your return is done right.
Our tax filing service includes:
Federal and state tax return preparation for individuals and businesses
Partnership, S-Corp, C-Corp, trust, and nonprofit returns
E-filing for faster processing and refunds
Year-end review of financials and deductions for our monthly clients
Clear communication throughout the process
Whether your return is simple or complex, we make filing seamless, secure, and stress-free.
Additional Services - Schedule for Pricing:
Bookkeeping Cleanup - Incorporation Services - Payroll Services - Hourly Advisory Services - Software Implementation - Financial Planning - Retirement Consultations - IRS representation
Contact us
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